Form

Self Assessment: Trust and Estate Tax Return (SA900)

Use form SA900 to file a Trust and Estate Tax Return.

Published 4 April 2014
Last updated 6 April 2019 — see all updates

• From: HM Revenue & Customs

Documents

Trust and Estate Tax Return (2019)

PDF, 114KB, 12 pages

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If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Tax Return guide (2019)

PDF, 1020KB, 28 pages

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If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate tax calculation guide (2019)

PDF, 90.4KB, 16 pages

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If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Tax Return (2018)

Ref: SA900 PDF, 262KB, 12 pages

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Tax Return guide (2018)

Ref: SA950 PDF, 696KB, 28 pages

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate tax calculation guide (2018)

Ref: SA951 PDF, 106KB, 16 pages

Trust and Estate Tax Return (2017)

Ref: SA900 PDF, 268KB, 12 pages

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Tax Return guide (2017)

Ref: SA950 PDF, 911KB, 28 pages

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate tax calculation guide (2017)

Ref: SA951 PDF, 83.1KB, 16 pages

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Tax Return (2016)

Ref: SA900 PDF, 262KB, 12 pages

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate Tax Return guide (2016)

Ref: SA950 PDF, 1.2MB, 31 pages

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Trust and Estate tax calculation guide (2016)

Ref: SA951 PDF, 110KB, 16 pages

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

You can send this tax return online instead of downloading the form, you’ll need to buy software for trust and estate Self Assessment tax returns to do this. Find out how to send your Self Assessment tax return online.

Include any relevant supplementary pages with your SA900 Trust and Estate Tax Return.

Email HMRC to ask for this form in Welsh (Cymraeg).

Supplementary pages

SA901: Trust and Estate Trade

SA901L: Lloyd’s Underwriters: income from membership of Lloyd’s

SA902: Trust and Estate Partnership

SA903: Trust and Estate UK Property

SA904: Trust and Estate Foreign

SA905: Trust and Estate Capital Gains

SA906: Trust and Estate Non-residence

SA907: Trust and Estate Charities

SA923: Estate Pension Charges

Related forms and guidance

HS390: Trusts and estates of deceased persons: foreign tax credit relief for capital gains

HS392: Trust Management Expenses (TMEs)

Published 4 April 2014
Last updated 6 April 2019 + show all updates

1. 6 April 2019 The form and notes have been added for tax year 2018 to 2019.
2. 6 April 2018 The form and notes have been added for tax year 2017 to 2018.
3. 6 April 2017 The form and notes have been added for tax year 2016 to 2017.
4. 6 April 2016 Rates, allowances and duties have been updated for the tax year 2016 to 2017.
5. 6 April 2015 The 2015 to 2016 form has been added to this page.
6. 4 April 2014 First published.